Sydney Grace Moore
Investment adviser representative at LPL Financial LLC
10 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- LPL Financial LLCFeb 2026 to now
- Cowboys FitNov 2025 to Jan 2026
- Free PeopleNov 2025 to Jan 2026
- First Texas National BankApr 2025 to Aug 2025
- UnemployedDec 2024 to Apr 2025
- Baylor Football Performance NutritionAug 2024 to Dec 2024
- StifelJun 2024 to Jul 2024
- Baylor Performance NutritionOct 2023 to May 2024
- Baylor Campus RecreationJul 2022 to Aug 2023
- UnemployedAug 2021 to Jul 2022
- The Library GrillApr 2021 to Aug 2021
- UnemployedAug 2019 to Apr 2021
- Splash Family Aquatic CenterMay 2019 to Aug 2019
- UnemployedJul 2018 to May 2019
- Sheffield City Indoor PoolFeb 2018 to Jul 2018
- UnemploymentJan 2016 to Feb 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (TX).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8210503
- Firm CRD
- 6413